Creating Saved Searches for all Users
If you are an Info Manager, you can create saved searches that are available to all users in the system.
To create a saved search that is available to all users:
- Select the Find menu button and select an entity from the Find drop-down list, for example Company.
- Select your required search criteria and click on the Find button. Your search results are displayed.
- Click on the New Search button next to the Saved Search drop-down. The Saved Search details box is displayed.
- Type in the name of the new saved list, for example, San Francisco Companies - 21 - 50 Employees.
- Select the Available To All Users check box and select Save.
Go to Finding Information home page...
See Also:
Basic Search Techniques
Searching for a Person
Searching for a Company
Finding an Opportunity
Finding a Case
Finding Solutions
Combining Search Criteria
Creating a New Saved Search
Updating a Saved Search